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How Do I Set Round-Ups?

Automatic Round-Ups can be enabled using the following steps:

 

For Android and iOS users

1. Log into the app via your mobile device.
2. From the main menu, select 'Invest' and the appropriate account.
3. Select Round-Ups.
4. Select the toggle next to Automatic Round-Ups to activate Round-Ups.
5. You can also edit whole dollar round ups with the slider.
6. Under Linked Accounts, Manage your accounts to add your card.

 

For Web Users

1. Sign into your account via the web app.
2. From the home page, select the card labeled 'Invest For Your Future' and the appropriate account.
3. Select Round-Ups.
4. Use the toggle switch to activate Automatic Round-Ups.
5. You can also edit whole dollar round ups with the slider.
6. Under Linked Accounts, select 'Manage Accounts' to add an account.

 

How To Make Manual Round-Ups

To make manual Round-Ups please follow the guide below.

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